Advisor at Maple Capital Management, Inc.
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Firm
Maple Capital Management, Inc.
Location
Montpelier, VT 05602
Credentials
CFA®, Series 63
Industry experience
7 years
Richard Litchfield is a CFA® charterholder with six years of industry experience. He has worked at Maple Capital Management, Inc. since 2019 and previously spent 24 years at Allmerica Financial. Maple Capital Management provides discretionary portfolio management and investment consulting to a range of individual and institutional clients, including high net worth individuals, trusts, foundations, corporate retirement plans, and insurance companies. The firm manages approximately $2.19 billion in regulatory assets and constructs portfolios primarily using fundamental equity analysis and laddered fixed-income strategies.
Based on Maple Capital Management, Inc.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.50%
Fee-only: Advisory fees range from 0.23% to 1.25% of assets under management, negotiable.
535 Stone Cutters Way
Montpelier, VT 05602
Vermont
Maple Capital Management, Inc.
2019 - Present (7 years)
Allmerica Financial
1995 - 2019 (24 years)
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Insurance agent
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Other specialized services
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